Mutual Fund Research
Choose a research option below to view details and download Excel / PDF files.
Mutual Fund Category Returns
Mutual Fund Category Returns tool provides returns of each mutual fund category across 1 week, 1 month, 3 month, 6 month, YTD (year till date), 1 year, 3 year, 5 year, 10 year and since launch periods. Mutual Fund Category Returns provides an overview of how different mutual fund categories have performed over time. By comparing category-wise returns, investors can understand broader market trends, evaluate relative performance across investment segments, and identify categories that align with their financial goals and risk appetite.
Mutual Fund Consistent Performing
Consistent Performing Mutual Funds are funds that have demonstrated reliable and sustained performance across multiple market cycles. Rather than focusing on short-term returns, this section highlights funds that have consistently outperformed their category average over time, based on rolling returns and other key research parameters. To ensure meaningful and reliable evaluation, only schemes with a minimum track record of five years are considered, allowing performance to be assessed across different market conditions, including bull, bear, and sideways markets. Additionally, only schemes with Assets Under Management (AUM) of ₹500 crore or above are included in the rankings to ensure sufficient scale and stability.
Mutual Fund Monthly Returns
Mutual Fund Monthly Returns represent the month-wise performance of a mutual fund. They help investors track return trends, evaluate consistency, and understand how a fund performs across different market conditions.
Mutual Fund Annual Returns
Mutual Fund Annual Returns show the year-wise performance of mutual funds, enabling investors to evaluate long-term consistency and compare returns across different years, benchmarks, and peer funds.